FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My monthly bookkeeping packages start at $500/month and are built to scale with your business whether you’re just getting organized or you’re ready for CFO-level strategy. I offer flat, transparent pricing, so there are no surprise invoices. Clean-up or catch-up projects are scoped separately based on how much work is involved (but I’ll always tell you what to expect before we begin). No upsells. No confusion. Just clarity.
- What is your typical process for working with a new customer?
We start with a quick call to talk about what’s going on no pressure, just clarity. From there, I’ll review your current setup (or help you start one from scratch), outline the steps to get everything cleaned up or running smoothly, and match you with the right service tier. Once we’re rolling, you’ll get clear monthly reports, strategic check-ins, and ongoing support that doesn’t leave you in the dark.
- What education and/or training do you have that relates to your work?
I’m a trained bookkeeper and financial strategist with deep experience in QuickBooks Online, Xero, and Wave plus I stay current on small business financial best practices. But more importantly, I know how to take the overwhelm out of the equation and make your numbers make sense. My work blends real-world business experience with serious financial savvy. I a also have a degree in accounting.